1776 Wealth’s Kimberly-Clark KMB Stock Holding History

1776 Wealth’s Portfolio KMB Stock Details KMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$14K	–	216
2020 Q2	$14K	Sell	100 -100	-50%	-$13.8K	0.01%	269
2020 Q1	$25K	Buy	200 +100	+100%	+$13.8K	0.01%	269
2019 Q4	$13K	Buy	+100	New	+$13.5K	0.01%	263

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1776 Wealth's KMB Position: Q3 2020 in Review

1776 Wealth sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 100 shares — an estimated $14K sold.

1776 Wealth first reported a position in KMB in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q1 2020. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

1776 Wealth reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 100 Kimberly-Clark shares in Q3 2020, an estimated $14K.
1776 Wealth first reported a position in Kimberly-Clark in Q4 2019 and held it in 3 quarters.
1776 Wealth's Kimberly-Clark position peaked at $25K in Q1 2020.
1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.